To Establish a Datafeed from Pershing to BillFin

To Establish a Datafeed from Pershing to BillFin

Pershing customers will need to do the following to have data shared with BillFin:

Step 1: Request to establish a data feed from Pershing to BillFin
  1. Contact support@billfin.com to receive a filled out Standard File Transmission Request Form to send to Pershing.
Step 2: Receive and Complete Standard File Transmission Request Form 
  1. When the form is sent to you from our support team, please add your contact or firm name next to the “Requestor Name” field in the same form.
Step 3: Send Form to Pershing
  1. Send email with form attached to your Pershing contact or the Pershing Data Delivery team and cc support@billfin.com.
  2. Request they establish a data feed from Pershing to "Redi2 Technologies (BillFin)"
Please note, this process can take 5-7 day business days. Pershing activates data feeds on Fridays only.